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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-08 |
| SC | RA | APPROVED | 2009-10-23 |
Branch Locations
620 S Tryon St, Charlotte, NC 28255 • United States
75 Port City Lndg, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Hilton Head | SC | 02/1998 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilton Head | SC | 10/2009 | Present |
NON INVESTMENT RELATED HILTON HEAD REGIONAL MEDICAL CENTER - 1/2003 COMMUNITY ADVISORY BOARD FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HILTON HEAD CHRISTIAN ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 55 GARDNER DRIVE, HILTON HEAD ISLAND, SOUTH CAROLINA 29926 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 8/1/2009 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: RESPONSIBLE FOR GENERAL ADMINISTRATIVE TASKS ASSOCIATED WITH GOVERNING A SCHOOL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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